Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.88%
6 Months
10.76%
18.21%
1 Year
8.14%
11.44%
3 Years
7.76%
9.27%
5 Years
10.03%
10.90%
Since Inception
11.69%
13.08%
Fund Age
6 yrs 8 mo
9 yrs
AUM
₹87.23 Cr
₹29.3 Cr
Alpha – 1 Year
8.57%
6.74%
Alpha – 3 Years
−0.81%
−1.95%
Information Ratio – 3 Years
0.02
-0.21
Volatility – 1 Year
23.09%
23.26%
Volatility – 3 Years
18.26%
18.09%
Beta – 1 Year
1.29
1.21
Beta – 3 Years
1.11
0.98
Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.22
0.32
Worst Rolling Year
6.59%
0.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−25.42%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
13.94%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 6% · M 32% · S 55%
Number of Stocks
41
23
Portfolio P/E
25.23
49.89
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%